RIVERSIDE MEDICAL CLINIC FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RIVERSIDE MEDICAL CLINIC FOUNDATION (EIN 33-0099694)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-04
- IRS object ID
- 201312479349100106
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-04T10:18:30-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330770910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTENSON & DE GOOD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5005 LA MART DRIVE SUITE 100A | AddressLine1 |
| City | RIVERSIDE | City |
| State | CA | State |
| ZIP Code | 92507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330099694 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVERSIDE MEDICAL CLINIC FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RIVE | NameControl |
| Phone | 9516822753 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2605 | AddressLine1 |
| City | RIVERSIDE | City |
| State | CA | State |
| ZIP Code | 925162605 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID LEWIS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9519822753 | Phone |
| Date Signed | 2013-06-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD DE GOOD | Name |
| PTIN | P00415745 | PTIN |
| Phone | 9517849552 | Phone |
| Date Prepared | 2013-05-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2955210 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 97147 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 46 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 46 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 102038 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 102038 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 88752 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1041061 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 88752 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 16797 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 304780 | TotalRevenueAndExpenses |
| Total Net Investment Income | 190836 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 76017 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 74139 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 48319 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 49605 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 15026 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 16338 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 19722 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 17472 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 970 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 970 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 13911 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4130 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 9978 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 7018 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 445 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 445 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 596 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 596 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 105525 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2893 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 102705 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 287549 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7023 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 272248 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 287549 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7023 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 272248 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 17231 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 183813 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 72953 | CashBOY |
| Cash EOY | 30645 | CashEOY |
| Cash EOYFMV | 30645 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 138440 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 33160 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 33160 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 2696 | AccountsReceivable |
| Accounts Receivable EOY | 2696 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 2696 | AccountsReceivableEOYFMV |
| Investments Other BOY | 2570821 | InvestmentsOtherBOY |
| Investments Other EOY | 2851063 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2851063 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 64095 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 32183 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 8532 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 31912 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 31912 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 8939 | OtherAssetsBOY |
| Other Assets EOY | 5734 | OtherAssetsEOY |
| Other Assets EOYFMV | 5734 | OtherAssetsEOYFMV |
| Total Assets BOY | 2799685 | TotalAssetsBOY |
| Total Assets EOY | 2955210 | TotalAssetsEOY |
| Total Assets EOYFMV | 2955210 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 4577 | AccountsPayableBOY |
| Accounts Payable EOY | 7324 | AccountsPayableEOY |
| Other Liabilities BOY | 843 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 21371 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 5420 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 28695 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2761792 | UnrestrictedBOY |
| Unrestricted EOY | 2910515 | UnrestrictedEOY |
| Temporarily Restricted BOY | 32473 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 16000 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 2794265 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2926515 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2799685 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2955210 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2794265 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 17231 | ExcessOfRevenueOverExpenses |
| Other Increases | 115019 | OtherIncreases |
| Subtotal | 2926515 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2926515 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PAYDEN CORE BOND FUND | P | 18000 | 17242 | 758 | 758 |
| PAYDEN EMERGING MARKETS BOND FUND | P | 29000 | 28098 | 902 | 902 |
| PAYDEN HIGH INCOME FUND | P | 117000 | 110511 | 6489 | 6489 |
| SCHWAB S & P 500 INDEX FUND | P | 295000 | 255169 | 39831 | 39831 |
| SPDR S & P MIDCAP 400 ETF | P | 95788 | 69322 | 26466 | 26466 |
| ISHARES S & P US PFD FUND | P | 172850 | 180208 | -7358 | -7358 |
| ISHARES TR BARCLAYS TIPS | P | 124891 | 114726 | 10165 | 10165 |
| ISHARES TR BARCLAYS BOND | P | 115808 | 109807 | 6001 | 6001 |
| SECTOR SPDR ENGY SELECT | P | 36897 | 33636 | 3261 | 3261 |
| SECTOR SPDR FINCL SELECT | P | 35827 | 33590 | 2237 | 2237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 88752 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 279603 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2847075 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.098207 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 332627 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2690030 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.123652 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 364192 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2523388 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.144327 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 395495 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3101221 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.127529 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 280313 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2945708 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.095160 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.588875 | TotalDistributionRatio |
| Average Distribution Ratio | 0.117775 | AverageDistributionRatio |
| Net Noncharitable Assets | 2855630 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 336322 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1838 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 338160 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 272248 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3676 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3676 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3676 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1600 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3200 | TaxPaidWithExtension |
| Total Credits And Payments | 4800 | TotalCreditsAndPayments |
| Penalty For Underpayment | 36 | PenaltyForUnderpayment |
| Overpayment | 1088 | Overpayment |
| Amount Credited To Next Year | 1088 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | RIVFOUND.ORG | WebsiteAddress |
| Books In Care Of Person Name | RIVERSIDE MEDICAL CLINIC FOUNDATION | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9516822753 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7150 BROCKTON AVE SUITE 201 | AddressLine1 |
| City | RIVERSIDE | City |
| State | CA | State |
| ZIP Code | 92506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (18 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CRAIG MARSHALL | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | VICE PRESIDENT | 2.00 | 0 | 0 | 0 |
| HOWARD A BOYLAN | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | MEMBER | 2.00 | 0 | 0 | 0 |
| STEVEN LARSON MD | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | EMERITUS NONVOTING MEMBER | 2.00 | 0 | 0 | 0 |
| PAMELA HERNESS CPA | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | TREASURER | 2.00 | 0 | 0 | 0 |
| DARCY BRYAN MD | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | RESIGNED PRESIDENT | 2.00 | 0 | 0 | 0 |
| MICHAEL J MARLATT ATTORNEY | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| SHARON SOLA-AHLUWALIA CMP | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | SECRETARY | 2.00 | 0 | 0 | 0 |
| FRANCISCA HERNANDEZ | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | MEMBER | 2.00 | 0 | 0 | 0 |
| DAVID M LEWIS | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | EXECUTIVE DIRECTOR | 40.00 | 76017 | 0 | 0 |
| MARY KIT MAC NEE | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | MEMBER | 2.00 | 0 | 0 | 0 |
| AMY CARDULLO | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | MEMBER | 2.00 | 0 | 0 | 0 |
| JUDY CARPENTER | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | MEMBER | 2.00 | 0 | 0 | 0 |
| SHELLY SEEBOLD | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | MEMBER | 2.00 | 0 | 0 | 0 |
| TANUJA BHANDARI MD | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | MEMBER | 2.00 | 0 | 0 | 0 |
| ROB HUNT | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | MEMBER | 2.00 | 0 | 0 | 0 |
| BRENT LEE | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | MEMBER | 2.00 | 0 | 0 | 0 |
| PAUL ERIC LYONS MD | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | MEMBER | 2.00 | 0 | 0 | 0 |
| RUSS CORNELIUS | ||||||||
| 7105 BROCKTON AVE SUITE 201 | RIVERSIDE | CA | 92506 | MEMBER | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDES THE FOLLOWING TO ACCOMPLISH ITS MISSION: TWO FREE HEALTH EDUCATION LECTURES WITH OVER 500 IN ATTENDANCE, ONE MONTHLY PROSTATE CANCER SUPPORT GROUP WITH 500 IN ATTENDANCE, ONE MONTHLY ALZHEIMER'S FAMILY AND CAREGIVER SUPPORT GROUP WITH OVER 400 IN ATTENDANCE, ONE MONTHLY AUTISM FAMILY SUPPORT GROUP WITH OVER 400 IN ATTENDANCE, ONE MONTHLY ENDOMETRIOSIS SUPPORT GROUP WITH OVER 300 IN ATTENDANCE, THE DR. HERMAN H. STONE MEDICAL LIBRARY THAT SERVED AN ESTIMATED 300. | Description1 |
| Expenses1 | 120717 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2842338 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 56779 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2899117 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2899117 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 43487 | CashDeemedCharitable |
| Net Noncharitable Assets | 2855630 | NetNoncharitableAssets |
| Minimum Investment Return | 142782 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 142782 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3676 | TaxBasedOnInvestmentIncome |
| Total Tax | 3676 | TotalTax |
| Distributable Amount Before Adj | 139106 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 139106 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 139106 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 272248 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 272248 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 272248 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 139106 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 138064 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 241916 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 239243 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 199355 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 140441 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 959019 | TotalExcessDistriCarryover |
| Qualifying Distributions | 272248 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 139106 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 133142 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1092161 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 138064 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 954097 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 241916 | ExcessFromYear4 |
| Excess From Year3 | 239243 | ExcessFromYear3 |
| Excess From Year2 | 199355 | ExcessFromYear2 |
| Excess From Year1 | 140441 | ExcessFromYear1 |
| Excess From Current Year | 133142 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
| Tot Grant Or Contri Paid During Year | 0 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $46 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $102,038 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $88,752 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $190,836 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 190836 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | RIVERSIDE MEDICAL CLINIC PATIENT SE | 3660 ARLINGTON AVENUE | RIVERSIDE | CA | 92506 | 23000 | X |
| 2 | RIVERSIDE COUNTY TREASURER | 4080 LEMON STREET 5TH FLOOR | RIVERSIDE | CA | 92502 | 17500 | X |
| 3 | EPIC | 1979 MILKY WAY | VERONA | WI | 53593 | 6000 | X |
| 4 | CORONA REGIONAL MEDICAL CENTER | 367 SOUTH GULPH ROAD | KING OF PRUSSIA | PA | 19406 | 5000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDIT | Category |
| Amount | $19,722 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 17472 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (5 entries)
| Description Of PropertyDescriptionOfProperty | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | RateRate | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Date AcquiredDateAcquired | LifeLife |
|---|---|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 32672 | 5113 | SL | 0.000000000000 | 5559 | 0 | ||
| OFFICE FURNITURE | 1373 | 1373 | SL | 0.000000000000 | 0 | 0 | ||
| COMPUTER EQUIPMENT | 18788 | 13292 | SL | 0.000000000000 | 391 | 0 | ||
| PATIENT LIBRARY | 580 | 580 | SL | 0.000000000000 | 0 | 0 | ||
| DONOR TREE | 10682 | 4807 | SL | 1068 | 0 | 2007-06-30 | 10.000000000000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BOND MUTUAL FUNDS | FMV | 1533937 | 1533937 |
| EQUITY MUTUAL FUNDS | FMV | 656431 | 656431 |
| BOND ETF | FMV | 137587 | 137587 |
| STOCK ETF'S | FMV | 523108 | 523108 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (5 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| OFFICE EQUIPMENT | 32672 | 10672 | 22000 | 22000 |
| OFFICE FURNITURE | 1373 | 1373 | 0 | 0 |
| COMPUTER EQUIPMENT | 18788 | 13683 | 5105 | 5105 |
| PATIENT LIBRARY | 580 | 580 | 0 | 0 |
| DONOR TREE | 10682 | 5875 | 4807 | 4807 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PREPAID EXPENSE | 4914 | 3684 | 3684 |
| DEPOSITS | 4025 | 2050 | 2050 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (17 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE | 3788 | 0 | 3943 |
| OFFICE EXPENSE | 2293 | 0 | 2211 |
| POSTAGE AND MAILING | 20220 | 0 | 20220 |
| ADVERTISING AND PROMOTION | 33496 | 0 | 33496 |
| BANK AND INVESTMENT FEES | 3018 | 2893 | 125 |
| BOOKS, JOURNALS, BROCHURES | 1230 | 0 | 1230 |
| FOOD AND MEETINGS | 4390 | 0 | 4390 |
| DUES AND CONFERENCES | 305 | 0 | 305 |
| HONORARIUMS | 3403 | 0 | 3403 |
| GIFTS AND DRAWINGS | 1344 | 0 | 1344 |
| PHOTOS | 138 | 0 | 138 |
| CONTRACT SERVICES | 4903 | 0 | 4903 |
| MISCELLANEOUS | 732 | 0 | 732 |
| DONOR RECOGNITION | 16 | 0 | 16 |
| EVENT RENTALS | 15286 | 0 | 15286 |
| EVENT ACTIVITIES | 10727 | 0 | 10727 |
| MAINTENANCE & JANITORIAL | 236 | 0 | 236 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Description |
| Revenue And Expenses Per Books | 16797 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 16797 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $115,019 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASE | Description |
| BOY Book Value | 843 | BOYBookValue |
| EOY Book Value | 21371 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $9,486 | 0 | 9663 |
| OTHER TAXES | $4,425 | 4130 | 315 |